Who owns First Trust Senior Loan Fund?
Institutional ownership of FTSL from SEC Form 13F filings across 196 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
196
13F holders
$1.23B
value, 2026 filers
54.9%
of shares outstanding (28.2M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FTSL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4.9M | $220.0M | 0.0% | 9.6% | +2.9% |
| 2 | LPL Financial LLC | 2.8M | $124.7M | 0.0% | 5.4% | +10.7% |
| 3 | WELLS FARGO & COMPANY/MN | 1.7M | $74.7M | 0.0% | 3.2% | +0.8% |
| 4 | ROYAL BANK OF CANADA | 1.5M | $67.3M | 0.0% | 2.9% | +4.9% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.5M | $65.7M | 0.0% | 2.9% | +0.1% |
| 6 | RAYMOND JAMES FINANCIAL INC | 1.4M | $64.4M | 0.0% | 2.8% | +5.5% |
| 7 | FIRST TRUST ADVISORS LP | 1.3M | $58.0M | 0.0% | 2.5% | +1.8% |
| 8 | UBS Group AG | 937,444 | $42.0M | 0.0% | 1.8% | +0.6% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 884,010 | $39.6M | 0.0% | 1.7% | +5.6% |
| 10 | Modern Wealth Management, LLCNEW | 767,322 | $34.3M | 0.4% | 1.5% | new |
| 11 | Focus Partners Wealth | 669,136 | $29.9M | 0.0% | 1.3% | +0.3% |
| 12 | Welch & Forbes LLC | 597,151 | $26.7M | 0.3% | 1.2% | -5.5% |
| 13 | Concurrent Investment Advisors, LLC | 593,455 | $26.6M | 0.2% | 1.2% | +107.3% |
| 14 | Cambridge Investment Research Advisors, Inc. | 577,020 | $25,822 | 0.1% | 1.1% | +162.2% |
| 15 | Cyndeo Wealth Partners, LLC | 469,326 | $21.0M | 1.0% | 0.9% | +4.8% |
| 16 | EXCHANGE TRADED CONCEPTS, LLC | 464,220 | $20.8M | 0.1% | 0.9% | +115.7% |
| 17 | Cetera Investment Advisers | 455,074 | $20.4M | 0.0% | 0.9% | +4.3% |
| 18 | OSAIC HOLDINGS, INC. | 378,082 | $16.9M | 0.0% | 0.7% | +25.7% |
| 19 | STIFEL FINANCIAL CORP | 362,078 | $16.2M | 0.0% | 0.7% | -2.7% |
| 20 | RPg Family Wealth Advisory, LLC | 331,029 | $14.8M | 2.5% | 0.6% | +104.4% |
| 21 | NewEdge Advisors, LLC | 300,787 | $13.5M | 0.0% | 0.6% | +190.1% |
| 22 | HighTower Advisors, LLC | 220,860 | $9.9M | 0.0% | 0.4% | -2.2% |
| 23 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 206,573 | $9.2M | 0.1% | 0.4% | +5.6% |
| 24 | MML INVESTORS SERVICES, LLC | 195,171 | $8.7M | 0.0% | 0.4% | +23.4% |
| 25 | Clear Creek Financial Management, LLC | 179,524 | $8.0M | 0.5% | 0.3% | +17.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.